Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.

Full life-cycle recruiter partnering with hiring managers across Wealth Management, Technology, and corporate functions. Source, screen, interview, and evaluate candidates; manage ATS (Greenhouse); coach TA team; negotiate agency relationships; create job postings; track recruitment metrics; and drive talent acquisition strategy and candidate experience.

Lead a team of 13 financial planners producing prospect financial plans to drive new client acquisition. Manage capacity, workflow, KPIs, financial modeling, and reporting. Hire, train, mentor staff, implement process improvements and automation, collaborate with senior stakeholders, and serve as an individual CFP practitioner contributing to proposals and strategy.

Lead and manage a team of Portfolio Consultants to deliver investment management and concierge service to Wealth Advisor teams. Drive process improvements, resource allocation, workflow management, investment strategy communication, trade oversight, and mentor staff to ensure accuracy, efficiency, and KPI achievement.

The Tax Manager leads client relationships, prepares and reviews tax returns for high-net-worth clients, conducts tax research, and mentors junior tax staff, ensuring excellent client communication and compliance with tax laws.

As a Tax Manager, you'll lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff while providing excellent client service.

The Sr. Manager, New Partner Compensation Programs is responsible for overseeing the compensation strategy and integration for acquired partner firms within Mercer Advisors, ensuring alignment across departments and effective execution of compensation frameworks post-merger.

The Tax Manager leads client relationships, prepares and reviews tax returns, and provides tax compliance services for high-net-worth clients, mentoring junior staff.

Lead product strategy, roadmap, and execution for the Regis UHNW platform. Drive discovery, workflow and solution design, partner with engineering and advisory teams, manage cross-functional alignment, and measure adoption and client/advisor experience improvements.

Consult with Wealth Advisors on portfolio strategy and implementations, support integration of acquired firms onto the investment platform, create investment deliverables for prospects, manage and audit workflows, coordinate with Operations, Compliance, Trading and Portfolio Management, lead training and present investment topics, and ensure implementations meet target portfolio objectives.